Built Around Your Practice
Our solutions integrate into the way independent advisors already work—no custodian changes, no disruption, just expanded capabilities and dedicated support.
Platform Overview
Everything Your Clients Need. [[All Through Your Firm.]]
From banking and lending to practice financing, Fispoke brings together the financial solutions today's clients expect—backed by concierge-level service and trusted banking partners.
Expand Your Value
Go beyond investment management with banking and lending solutions that help strengthen client relationships and keep more financial conversations within your firm.
Closing the Banking Gap
Independent advisors have historically lacked access to institutional private banking resources. Fispoke changes that.
The Independence Gap
Two advisors. Same client need. Very [[different answers.]]
For years, banking and lending solutions have been a competitive advantage reserved for wirehouses and bank-affiliated firms. Fispoke gives independent advisors access to the same capabilities—without sacrificing independence or the client relationship.
THE WIREHOUSE EXPERIENCE
"We can take care of that."
Clients have access to integrated banking, lending, and cash management through one institution.
THE INDEPENDENT EXPERIENCE
"You'll need to talk to your bank."
Scattered solutions, manual referrals, lost opportunity.
THE FISPOKE EXPERIENCE
"We can help with that."
Banking, lending, and cash management—all delivered through your firm with white-glove support and a dedicated team.
Fispoke Products
Everything Your Clients Need. Delivered Through [[Your Firm.]]
CASH MANAGEMENT
High-Yield Savings
Offer FDIC-insured cash solutions that help clients earn more while keeping liquidity simple.
LENDING SOLUTIONS
Advisor Financing
Growth capital designed specifically for advisory firms—whether you're launching, expanding, acquiring, or planning succession.
CREDIT CARDS
Advisor Branded Credit Cards
White-labeled business and client credit card solutions that strengthen your brand and deepen relationships.
CUSTOM CREDIT
Specialized Credit
Flexible financing for borrowers who don't fit traditional bank programs—from complex income to unique collateral.
PRIVATE BANKING
Real Estate & Securities Lending
Mortgage financing and securities-backed lending integrated into your advisory practice—without sending clients elsewhere.
Independent Advisors Private Banking. Without Becoming a Bank.
Whether you're a solo advisor or a growing independent practice, Fispoke gives you access to banking and lending solutions typically reserved for large institutions—without adding operational complexity. Expand your value proposition, strengthen client relationships, and keep more financial conversations inside your practice.
79%
of investors expect their financial advisor to provide access to banking and lending solutions.
73%
of affluent investors want to consolidate more of their financial life with trusted providers.
$12 Trillion
in wealth is expected to change hands over the next decade, making deeper client relationships more important than ever.
Emerging Firms Build Bigger Relationships From Day One
Growing RIAs need more than investment management to compete. Fispoke helps emerging firms deliver private banking, lending, cash management, and white-glove support that creates a larger client relationship without building additional infrastructure.
81%
of heirs leave their parents' financial advisor after inheriting wealth.
34%
of high-net-worth portfolios are held in cash, creating opportunities for better planning conversations.
1 Platform
Multiple banking partners, lending solutions, and client experiences managed in one place.
Multi-Advisor Ensemble Enterprise Banking Capabilities. Advisor- Centric Experience.
As your firm scales, client expectations grow. Fispoke provides centralized banking and lending solutions with dedicated service teams that integrate seamlessly into your advisory practice, allowing every advisor to deliver a consistent, high-end client experience.
2.3
Average number of financial institutions affluent households maintain relationships with.
Millions
in extended FDIC insurance available through Fispoke's High Yield Savings solution.
One Team
Dedicated banking and lending specialists supporting every advisor and every client.
FAQ
Frequently Asked [[Questions]]
Can't find what you're looking for? Our team is here to walk you through the platform end to end.
Fispoke offers advisor financing, cash management, credit cards, custom credit, real estate lending, securities-backed lending, insurance-backed lending, and additional banking solutions through one platform.
Yes. Firms can begin with a single solution and expand into additional products as their business grows.
Yes. Advisors access available banking and lending solutions through one secure platform and unified experience.
Our products are designed for affluent and high-net-worth clients, business owners, executives, retirees, and families with more sophisticated financial needs.
Availability may vary depending on the product, state, and lending guidelines. Our team can discuss what's available for your firm and clients.
Yes. Advisors remain at the center of the client relationship while Fispoke provides operational support and lending expertise.
Many solutions can be white-labeled or branded to create a seamless experience for your clients.
Get Started
Simplify wealth management [[and banking today.]]
Book a 30-minute walkthrough. We'll show you the full platform, pricing structure, and your onboarding timeline.